Gail serves as an advisor, working with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax and estate planning into a comprehensive financial and investment strategy. Gail has also held senior leadership positions in wealth management with U.S. Trust, Merrill Lynch, William Blair & Company and a large single-family office where she worked with high net worth and ultra-high net worth clients to assess, develop and implement wealth management plans. After graduating Oregon State University with a bachelor’s degree, Gail served as an officer in the U.S. Navy, followed by nine years of experience as a commercial banker at major money center banks before transitioning to wealth management.

Previous Experience

  • Senior Vice President and Wealth Advisor at Key Private Bank
  • U.S. Trust
  • Merrill Lynch
  • William Blair & Company

Education & Credentials

  • BA, Oregon State University
  • Certified Financial Planner
  • Certified Investment Management Analyst®, The University of Pennsylvania – The Wharton School of Business

 

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.